Q4 2023 13F Holders as of 12/31/2023
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Type / Class
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Equity / US MIDCAP DIVID
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Number of holders
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7
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Total 13F shares, excl. options
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265K
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Shares change
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+34.1K
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Total reported value, excl. options
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$12.1M
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Value change
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+$1.56M
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Number of buys
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3
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Number of sells
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-2
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Price
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$45.69
Significant Holders of WISDOMTREE TR - US MIDCAP DIVID (DON) as of Q4 2023
7 filings reported holding DON - WISDOMTREE TR - US MIDCAP DIVID as of Q4 2023.
WISDOMTREE TR - US MIDCAP DIVID (DON) has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 265K shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (4.25M shares), MORGAN STANLEY (2.64M shares), Linscomb & Williams, Inc. (1.92M shares), LPL Financial LLC (1.76M shares), UBS Group AG (1.68M shares), Creative Planning (1.66M shares), AMERIPRISE FINANCIAL INC (1.42M shares), Financial Planning & Information Services, Inc. (1.03M shares), WELLS FARGO & COMPANY/MN (994K shares), and COMMONWEALTH EQUITY SERVICES, LLC (798K shares).
This table shows the top 7 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.